Intelligent Alpha
Intelligent Small Cap Select

AISML

Index Performance

+6.35%
AISML
+5.46%
IWM

Overview

Description

The Intelligent Small Cap Select index (AISML) prompt engineers three leading AI platforms — OpenAI's ChatGPT, Google's Bard, and Inflection AI's Claude — to build an index of mid cap US stocks ($500 million to $5.5 billion), Index selection and weighting is done by the three AI index committee members. The index aims to create a superior representation of US mid cap stocks compared to the S&P 600. The index is reconstituted and rebalanced by the AIs on a quarterly basis.

  • TickerAISML
  • Inception Date09/04/2023
  • WeightingCustom
  • # of holdings247
What's inside?

Holdings

All holdings as of May 3, 2024
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B. Riley Financial, Inc. (RILY)4.36%$937.44M52.59%54.59%-0.74
Tandem Diabetes Care, Inc. (TNDM)3.98%$2.89B13.16%49.39%3.02
Xenia Hotels & Resorts, Inc. (XHR)2.41%$1.53B-0.55%14.29%2.72
Trustmark Corp. (TRMK)2.08%$1.89B18.54%N/A1.95
G-III Apparel Group Ltd. (GIII)1.89%$1.30B-3.98%39.19%0.50
Winnebago Industries, Inc. (WGO)1.84%$1.84B-18.82%14.16%0.81
TTEC Holdings, Inc. (TTEC)1.81%$363.30M0.50%17.27%0.82
Owens & Minor, Inc. (OMI)1.75%$1.39B3.56%17.66%0.41
TrustCo Bank Corp. NY (TRST)1.73%$531.35M10.53%N/A2.51
Virtus Investment Partners, Inc. (VRTS)1.62%$1.61B11.74%81.62%2.46
SPX Technologies, Inc. (SPXC)1.59%$5.98B16.36%36.13%3.60
Trupanion, Inc. (TRUP)1.38%$830.02M19.43%N/A1.11
The GEO Group, Inc. (GEO)1.33%$1.87B1.53%22.51%1.30
Caleres, Inc. (CAL)1.31%$1.30B-5.08%44.22%0.65
Triumph Group, Inc. (TGI)1.20%$1.06B-13.35%21.97%2.02
Six Flags Entertainment Corp. (SIX)1.13%$2.08B4.98%40.50%3.56
AMC Networks, Inc. (AMCX)1.09%$385.82M-12.42%47.73%1.09
UFP Technologies, Inc. (UFPT)1.08%$2.00B7.42%28.65%4.85
The Simply Good Foods Co. (SMPL)1.06%$3.73B5.26%36.09%2.96
Radian Group Inc. (RDN)0.99%$4.66B2.83%N/A5.58
Independent Bank Corp. (Massachusetts) (INDB)0.91%$2.20B10.68%N/A3.26
Sunoco LP (SUN)0.90%$4.72B-10.34%5.02%0.40
Kontoor Brands, Inc. (KTB)0.87%$3.67B-5.42%44.81%1.57
QuinStreet, Inc. (QNST)0.87%$1.04B-8.48%5.59%1.22
U.S. Silica Holdings, Inc. (SLCA)0.87%$1.21B-26.30%21.74%1.14
Masonite International Corp. (DOOR)0.84%$2.92B-2.11%23.33%1.09
Atlantic Union Bankshares Corp. (AUB)0.84%$2.98B26.98%N/A3.28
The Hain Celestial Group, Inc. (HAIN)0.77%$610.86M-0.02%22.18%1.03
Mr. Cooper Group, Inc. (COOP)0.74%$5.18B60.51%N/A6.74
LCI Industries (LCII)0.73%$2.71B-27.32%18.80%1.12
Semtech Corp. (SMTC)0.72%$2.52B14.83%43.05%2.97
Sonic Automotive, Inc. (SAH)0.65%$1.25B-3.07%14.77%0.41
Genesco, Inc. (GCO)0.56%$280.37M-2.53%47.27%0.35
Brookline Bancorp, Inc. (BRKL)0.55%$786.72M13.02%N/A3.59
Metallus, Inc. (TMST)0.54%$926.09M2.44%13.69%0.63
Brinker International, Inc. (EAT)0.54%$2.45B3.43%11.24%0.99
Enpro, Inc. (NPO)0.52%$3.21B-3.63%40.29%3.43
Air Transport Services Group, Inc. (ATSG)0.52%$859.15M1.23%9.65%1.49
McEwen Mining, Inc. (MUX)0.52%$581.42M50.55%-3.74%2.17
Chuy's Holdings, Inc. (CHUY)0.51%$501.91M9.26%17.00%1.75
WaFd, Inc. (WAFD)0.50%$2.33B24.77%N/A5.20
RXO, Inc. (RXO)0.49%$2.40B-9.60%21.69%0.82
Independent Bank Group, Inc. (IBTX)0.48%$1.67B16.96%N/A2.46
Steven Madden Ltd. (SHOO)0.46%$2.91B19.09%39.86%1.50
Preferred Bank (California) (PFBC)0.46%$1.18B19.92%N/A0.61
NorthWestern Corp. (NWE)0.46%$3.14B4.58%51.31%4.07
STAAR Surgical Co. (STAA)0.45%$2.24B13.37%78.36%4.21
Griffon Corp. (GFF)0.45%$3.42B-0.96%38.00%1.74
AAR Corp. (AIR)0.44%$2.48B8.87%19.44%1.18
Sturm, Ruger & Co., Inc. (RGR)0.44%$828.80M-8.74%26.38%1.28
Wolverine World Wide, Inc. (WWW)0.43%$859.04M-16.46%39.36%0.73
Kulicke & Soffa Industries, Inc. (KLIC)0.43%$2.61B-0.55%42.12%3.03
Heartland Express, Inc. (HTLD)0.43%$851.37M-18.31%1.40%1.04
Cerence, Inc. (CRNC)0.43%$423.00M65.36%80.57%3.30
NetScout Systems, Inc. (NTCT)0.42%$1.43B-19.10%72.38%1.66
Central Garden & Pet Co. (CENT)0.41%$2.33B1.09%26.89%1.12
WSFS Financial Corp. (WSFS)0.41%$2.78B16.14%N/A2.18
Veritex Holdings, Inc. (VBTX)0.41%$1.12B3.67%N/A0.91
Amphastar Pharmaceuticals, Inc. (AMPH)0.41%$2.07B29.14%53.38%5.65
Encore Wire Corp. (Delaware) (WIRE)0.41%$4.47B-4.21%21.49%1.43
Cheesecake Factory, Inc. (CAKE)0.41%$1.72B4.13%11.38%1.01
SunCoke Energy, Inc. (SXC)0.41%$866.82M0.12%10.83%0.66
BrightView Holdings, Inc. (BV)0.41%$1.20B3.46%21.30%0.87
Warrior Met Coal, Inc. (HCC)0.40%$3.46B-1.21%33.35%1.58
Badger Meter, Inc. (BMI)0.40%$5.56B23.37%39.32%6.18
Kaiser Aluminum Corp. (KALU)0.40%$1.54B-8.68%8.92%0.80
Trevi-Finanziaria Industriale SpA (TFIN)0.40%$128.13M4.51%23.65%0.52
First BanCorp (Puerto Rico) (FBP)0.40%$3.01B10.17%N/A2.47
Heidrick & Struggles International, Inc. (HSII)0.39%$600.26M-3.91%25.14%0.23
Minerals Technologies, Inc. (MTX)0.39%$2.49B-2.12%25.43%1.46
The Aaron's Co., Inc. (AAN)0.38%$218.82M-4.87%51.82%0.46
RadNet, Inc. (RDNT)0.38%$3.74B13.05%5.75%2.21
Tetra Tech, Inc. (TTEK)0.38%$11.11B8.06%16.58%2.20
Banner Corp. (BANR)0.38%$1.59B11.72%N/A2.50
Clearway Energy, Inc. (CWEN)0.38%$2.80B-4.27%19.99%9.27
Sylvamo Corp. (SLVM)0.38%$2.69B2.56%20.75%0.76
SITE Centers Corp. (SITC)0.38%$2.93B-12.08%33.93%8.66
Sprouts Farmers Market, Inc. (SFM)0.37%$7.40B8.68%36.63%1.14
Tri Pointe Homes, Inc. (TPH)0.37%$3.70B20.49%23.13%1.09
Horace Mann Educators Corp. (HMN)0.37%$1.54B7.88%N/A1.27
The Buckle, Inc. (BKE)0.37%$1.93B-6.25%49.09%1.52
Encompass Health Corp. (EHC)0.37%$8.38B13.41%19.58%2.37
Monarch Casino & Resort, Inc. (MCRI)0.37%$1.31B4.30%42.21%2.87
Banco Latinoamericano de Comercio Exterior SA (BLX)0.36%$847.68M-51.58%N/AN/A
Lakeland Bancorp, Inc. (LBAI)0.36%$843.10M10.80%N/A3.27
PRA Group, Inc. (PRAA)0.36%$981.83M-14.48%63.92%4.92
First Financial Bancorp (Ohio) (FFBC)0.36%$2.21B9.00%N/A2.76
Associated Banc-Corp (ASB)0.36%$3.31B17.51%N/A2.69
OFG Bancorp (OFG)0.35%$1.76B18.25%N/A1.51
Sandy Spring Bancorp, Inc. (SASR)0.35%$999.47M10.21%N/A2.71
Privia Health Group, Inc. (PRVA)0.35%$2.22B22.19%9.35%1.53
Home Bancshares, Inc. (Arkansas) (HOMB)0.35%$4.95B8.23%N/A4.89
Old National Bancorp (ONB)0.34%$5.48B18.70%N/A3.97
The Hanover Insurance Group, Inc. (THG)0.34%$4.80B7.44%N/A0.94
Spire Inc. (SR)0.34%$3.54B0.45%33.76%3.13
Ligand Pharmaceuticals, Inc. (LGND)0.34%$1.33B-33.09%67.03%8.41
Wintrust Financial Corp. (WTFC)0.34%$6.22B27.54%N/A2.79
TowneBank (TOWN)0.34%$1.99B12.38%N/A1.46
Cambridge Bancorp (CATC)0.34%$523.91M7.35%N/A4.07
Pinnacle Financial Partners, Inc. (PNFP)0.34%$6.34B29.14%N/A3.34
Stepan Co. (SCL)0.34%$1.92B-15.35%12.75%1.11
First Financial Corp. (Indiana) (THFF)0.34%$444.80M7.43%N/A1.92
Flushing Financial Corp. (FFIC)0.34%$353.18M17.70%N/A2.00
PNM Resources, Inc. (PNM)0.34%$3.41B-19.70%38.09%4.67
Texas Capital Bancshares, Inc. (TCBI)0.34%$2.83B8.14%N/A0.84
ServisFirst Bancshares, Inc. (SFBS)0.34%$3.42B25.50%N/A5.56
Sun Country Airlines Holdings, Inc. (SNCY)0.34%$729.33M17.35%15.40%1.35
First Financial Bankshares, Inc. (FFIN)0.33%$4.39B20.19%N/A7.23
Murphy Oil Corp. (MUR)0.33%$6.74B-5.37%29.63%2.62
WesBanco, Inc. (WSBC)0.33%$1.68B15.80%N/A3.75
Eagle Bancorp Montana, Inc. (EBMT)0.33%$103.98M22.46%N/A2.90
Cracker Barrel Old Country Store, Inc. (CBRL)0.33%$1.25B0.16%8.91%0.83
HNI Corp. (HNI)0.33%$2.09B22.73%38.28%1.08
UFP Industries, Inc. (UFPI)0.33%$7.18B-10.07%19.90%N/A
Acushnet Holdings Corp. (GOLF)0.33%$3.94B4.92%51.69%2.12
Paylocity Holding Corp. (PCTY)0.33%$9.44B18.07%70.40%6.92
Hawkins, Inc. (HWKN)0.33%$1.60B-4.89%20.26%1.73
MAXIMUS, Inc. (MMS)0.33%$5.05B6.23%20.85%1.30
Tronox Holdings Plc (TROX)0.33%$2.97B9.32%14.34%1.91
Korn Ferry (KFY)0.32%$3.25B-1.45%17.31%0.99
Simmons First National Corp. (SFNC)0.32%$2.25B12.52%N/A2.39
Steel Dynamics, Inc. (STLD)0.32%$21.43B-4.07%20.73%1.34
Ames National Corp. (ATLO)0.32%$182.27M14.59%N/A3.55
AZZ, Inc. (AZZ)0.32%$2.23B16.16%21.92%1.98
RLI Corp. (RLI)0.32%$6.56B25.27%N/A4.39
Whitestone REIT (WSR)0.32%$578.53M5.22%46.64%8.40
CBIZ, Inc. (CBZ)0.32%$3.66B8.73%23.85%2.81
Crocs, Inc. (CROX)0.32%$7.54B11.46%54.96%1.93
Cathay General Bancorp (CATY)0.32%$2.65B13.16%N/A2.25
TEGNA, Inc. (TGNA)0.32%$2.50B-11.23%37.06%2.06
Coherent Corp. (IIVI)0.32%$8.58B-17.43%27.96%2.73
Helen of Troy Ltd. (HELE)0.31%$2.30B-2.77%46.40%1.84
The First of Long Island Corp. (FLIC)0.31%$228.22M26.37%N/A3.99
Cass Information Systems, Inc. (CASS)0.31%$603.61M5.17%88.15%2.22
Casella Waste Systems, Inc. (CWST)0.31%$5.22B29.86%16.47%4.96
The Ensign Group, Inc. (ENSG)0.31%$6.65B14.23%11.41%2.28
SunPower Corp. (SPWR)0.31%$410.62M-3.26%14.09%0.67
PotlatchDeltic Corp. (PCH)0.31%$3.34B-11.57%20.32%4.65
Tennant Co. (TNC)0.31%$2.03B1.70%44.21%1.98
Kforce, Inc. (KFRC)0.31%$1.25B-13.33%26.69%0.94
Selective Insurance Group, Inc. (SIGI)0.31%$5.86B17.89%N/A1.68
PennyMac Financial Services, Inc. (PFSI)0.31%$4.63B65.81%91.83%4.60
Silicon Laboratories, Inc. (SLAB)0.31%$3.91B-56.90%46.05%6.63
Webster Financial Corp. (WBS)0.31%$7.71B16.01%N/A3.32
CONMED Corp. (CNMD)0.30%$2.21B5.68%51.98%2.75
Bank of Marin Bancorp (BMRC)0.30%$253.59M-1.01%N/A1.79
Proto Labs, Inc. (PRLB)0.30%$799.70M1.61%44.93%1.62
Polaris Inc. (PII)0.30%$4.74B-20.34%17.93%0.90
Huron Consulting Group, Inc. (HURN)0.29%$1.55B11.34%26.56%1.69
Photronics, Inc. (PLAB)0.29%$1.82B2.48%36.64%1.90
Hillenbrand, Inc. (HI)0.29%$2.98B13.65%29.86%1.86
Repligen Corp. (RGEN)0.29%$9.33B-17.14%44.21%17.05
Dycom Industries, Inc. (DY)0.29%$4.19B9.64%15.58%1.01
The Chefs' Warehouse, Inc. (CHEF)0.28%$1.50B21.52%23.95%0.65
Four Corners Property Trust, Inc. (FCPT)0.28%$2.22B10.87%59.09%13.08
Atkore, Inc. (ATKR)0.28%$6.48B-4.24%34.57%1.89
ADTRAN Holdings, Inc. (ADTN)0.28%$375.01M12.05%30.84%1.02
SolarEdge Technologies, Inc. (SEDG)0.28%$3.46B-4.30%25.69%1.76
SMART Global Holdings, Inc. (SGH)0.28%$974.29M-33.64%28.84%1.20
Premier, Inc. (PINC)0.28%$2.46B-6.92%62.37%2.36
PetMed Express, Inc. (PETS)0.27%$85.65M10.95%24.67%0.38
Progress Software Corp. (PRGS)0.27%$2.18B12.46%72.82%4.16
PJT Partners, Inc. (PJT)0.24%$2.40B64.71%N/A2.65
Kinsale Capital Group, Inc. (KNSL)0.24%$8.90B44.76%N/A9.35
Pitney Bowes, Inc. (PBI)0.24%$942.67M-0.48%32.15%0.83
CVR Energy, Inc. (CVI)0.24%$2.96B-18.50%7.62%0.54
Green Plains, Inc. (GPRE)0.24%$1.30B-28.91%-1.53%0.62
ASGN Incorporated (ASGN)0.23%$4.41B-7.07%26.80%1.34
Saia, Inc. (SAIA)0.23%$10.64B14.27%15.65%5.33
Ingevity Corp. (NGVT)0.23%$1.95B-13.42%26.32%1.94
LGI Homes, Inc. (LGIH)0.22%$2.28B-19.80%23.39%1.81
Sally Beauty Holdings, Inc. (SBH)0.21%$1.13B-2.69%47.30%0.80
Supernus Pharmaceuticals, Inc. (SUPN)0.21%$1.69B-8.95%72.24%2.29
Jack in the Box, Inc. (JACK)0.21%$1.08B-7.51%27.02%2.82
Cirrus Logic, Inc. (CRUS)0.21%$4.77B4.81%51.29%2.38
America's Car-Mart, Inc. (CRMT)0.20%$377.13M-8.24%46.61%0.78
Allegiant Travel Co. (ALGT)0.19%$1.01B9.04%14.51%1.20
Insight Enterprises, Inc. (NSIT)0.18%$6.31B2.39%18.53%0.85
Asbury Automotive Group, Inc. (ABG)0.18%$4.31B17.28%17.40%0.64
IPG Photonics Corp. (IPGP)0.15%$3.95B-27.41%38.70%2.57
Omega Flex, Inc. (OFLX)0.13%$676.22M-15.91%56.19%6.33
National Bank Holdings Corp. (NBHC)0.12%$1.31B16.58%N/A1.98
MasterBrand, Inc. (MBC)0.12%$2.20B-16.77%32.13%0.94
Golden Entertainment, Inc. (GDEN)0.11%$889.89M-6.11%34.58%1.74
Hayward Holdings, Inc. (HAYW)0.10%$3.04B1.16%45.95%4.45
Quanex Building Products Corp. (NX)0.09%$1.15B-8.69%16.84%0.99
Kirby Corp. (KEX)0.09%$6.46B7.67%24.71%2.09
Phillips Edison & Co., Inc. (PECO)0.08%$4.05B7.32%35.26%11.76
Dorman Products, Inc. (DORM)0.07%$2.82B11.31%35.52%1.70
Dril-Quip, Inc. (DRQ)0.07%$640.22M21.39%28.90%1.32
Perdoceo Education Corp. (PRDO)0.07%$1.60B-13.97%80.46%0.81
REX American Resources Corp. (REX)0.06%$999.99M-2.64%9.99%0.52
Bloom Energy Corp. (BE)0.06%$2.66B11.20%14.83%2.93
eXp World Holdings, Inc. (EXPI)0.06%$1.80B10.87%8.30%0.32
AeroVironment, Inc. (AVAV)0.05%$4.75B38.83%35.50%4.80
Donnelley Financial Solutions, Inc. (DFIN)0.05%$1.87B2.42%53.79%2.59
The St. Joe Co. (JOE)0.05%$3.44B20.27%26.26%9.32
LeMaitre Vascular, Inc. (LMAT)0.05%$1.66B13.60%68.56%7.05
Camtek Ltd. (CAMT)0.05%$3.76B-1.72%46.81%10.26
Vista Outdoor, Inc. (VSTO)0.05%$2.06B-9.61%29.74%0.93
OPENLANE, Inc. (KAR)0.05%$1.92B-1.02%42.78%2.64
Myers Industries, Inc. (MYE)0.05%$841.32M-9.61%31.87%0.97
Deluxe Corp. (DLX)0.05%$947.50M-1.91%53.18%1.11
Verra Mobility Corp. (VRRM)0.05%$4.32B9.29%82.61%6.15
Chart Industries, Inc. (GTLS)0.05%$6.55B76.74%26.79%3.11
NMI Holdings, Inc. (NMIH)0.05%$2.61B14.24%N/A5.10
Essential Properties Realty Trust, Inc. (EPRT)0.05%$4.72B23.99%71.53%16.11
Teekay Corp. (TK)0.05%$704.56M23.09%39.63%0.90
Community Bank System, Inc. (CBU)0.05%$2.45B59.69%N/A3.47
Urban Edge Properties (UE)0.05%$2.00B4.77%38.82%9.61
American Assets Trust, Inc. (AAT)0.05%$1.31B2.73%35.59%7.34
Veris Residential, Inc. (VRE)0.05%$1.38B0.62%26.68%12.15
Southside Bancshares, Inc. (SBSI)0.05%$837.68M21.27%N/A4.17
La-Z-Boy, Inc. (LZB)0.05%$1.42B-12.63%42.62%0.84
Matthews International Corp. (MATW)0.05%$877.20M-1.74%29.97%0.98
Franklin BSP Realty Trust, Inc. (FBRT)0.05%$1.05B3.71%93.42%9.57
ViaSat, Inc. (VSAT)0.05%$2.16B73.24%23.88%2.53
Pediatrix Medical Group, Inc. (MD)0.05%$784.87M1.15%19.32%0.65
Sealed Air Corp. (SEE)0.05%$5.12B-1.42%29.05%1.79
KKR Real Estate Finance Trust, Inc. (KREF)0.05%$668.88M0.57%92.49%9.67
Dynavax Technologies Corp. (DVAX)0.05%$1.53B-67.86%78.40%5.66
Standex International Corp. (SXI)0.05%$2.08B-3.83%38.57%3.03
Thryv Holdings, Inc. (THRY)0.05%$770.18M-4.86%65.76%1.30
EVERTEC, Inc. (EVTC)0.05%$2.34B28.47%33.33%4.61
NV5 Global, Inc. (NVEE)0.05%$1.51B9.53%43.85%2.24
Safety Insurance Group, Inc. (SAFT)0.05%$1.17B15.80%N/A1.27
Employers Holdings, Inc. (EIG)0.05%$1.08B8.04%N/A1.34
Prospect Capital Corp. (PSEC)0.05%$2.17B-7.92%72.80%9.86
Northfield Bancorp, Inc. (New Jersey) (NFBK)0.04%$400.63M16.47%N/A6.80
Gentherm, Inc. (THRM)0.04%$1.62B-2.09%25.88%1.34
DiamondRock Hospitality Co. (DRH)0.04%$1.85B5.28%12.23%2.91
Viad Corp. (VVI)0.04%$719.63M4.87%-3.09%1.28
Quaker Houghton (KWR)0.04%$3.34B-6.08%35.57%2.23
Resideo Technologies, Inc. (REZI)0.04%$2.99B-4.07%26.31%0.70
ArcBest Corp. (ARCB)0.04%$2.70B-6.30%7.26%0.81
Varex Imaging Corp. (VREX)0.04%$637.63M-9.64%31.91%1.22
Xerox Holdings Corp. (XRX)0.04%$1.66B-12.42%27.76%0.82
United Natural Foods, Inc. (UNFI)0.04%$568.22M-0.52%12.36%0.15
Perficient, Inc. (PRFT)0.04%$1.68B0.16%33.36%2.99
Viavi Solutions, Inc. (VIAV)0.04%$1.68B-0.73%55.45%2.20
Shenandoah Telecommunications Co. (Virginia) (SHEN)0.04%$734.75M-3.40%37.29%2.83
Dave & Buster's Entertainment, Inc. (PLAY)0.03%$2.13B12.26%20.30%2.45
Adtalem Global Education, Inc. (ATGE)0.02%$2.26B11.81%58.59%1.74
Apogee Enterprises, Inc. (APOG)0.02%$1.41B-1.65%27.70%0.94
Brookfield Asset Management Ltd. (BAM)0.02%$15.28B16.11%97.54%3.74
Edgewell Personal Care Co. (EPC)<0.01%$1.89B4.22%40.44%1.37
UniFirst Corp. (UNF)<0.01%$2.40B8.85%26.87%1.33
Market data by FactSet